Real-time Portal Experience on a Mobile AppEmpower teams, partners, and customers through the Salesforce and Dynamics 365 systems to manage records and updates with a secure CRM portal mobile app.
Stay connected on the move with instant access to cases, leads, tasks, documents, and more. Users can view, update, and manage CRM records directly from their mobile device, ensuring real-time updates and faster decision-making wherever work happens.
Deliver a fully branded, white-label mobile app experience with your logo, colors, themes, and custom login screens. Your app appears on the App Store and Play Store under your brand name, offering users a seamless extension of your existing CRMJetty portal.
Browse, search, and sort records effortlessly through mobile-friendly lists and detail screens. Users can submit forms, edit information, and take quick actions through clean, optimized layouts built specifically for mobile productivity.
Allow users to upload photos, documents, and attachments directly from their phones. They can access CRM-linked files anytime and securely share documents with customers or partners, streamlining workflows for field teams and remote users.
Keep work moving with instant task updates, quick follow-ups, and activity creation from anywhere. Users can view assignments, update statuses, and log interactions immediately—reducing delays and improving team responsiveness.
Protect every interaction with secure authentication, encrypted communication, and strict role-based access. Users see only what’s relevant to their role, ensuring safe, compliant access across all mobile interactions.
Capture leads, update deals, and log activities instantly from the field. Upload documents and stay connected to CRM data for faster customer engagement.
Manage cases on-site with quick status updates, photo uploads, and document attachments. Resolve issues efficiently without needing to return to a desktop.
Access assigned leads, deals, and documents anywhere. Stay updated on approvals, submissions, and shared records in real time.
Submit forms, track service cases, and upload required documents directly through the mobile app for seamless self-service.
Record findings during site visits, upload compliance documents, capture photos, and track corrective actions instantly.
Update property details, add images, log client visits, upload agreements, and manage bookings on the go.
Every mobile app experience starts with a strong web portal foundation. If you’re looking to build a secure, scalable customer or partner portal as your primary interface, explore our web portal solutions designed for Salesforce and Dynamics 365.
Build a secure, self-service customer portal to manage cases, orders, invoices, documents, and more; fully integrated with your CRM and tailored to your business needs.
Enable partners to register deals, manage leads, access shared resources, and collaborate efficiently through a dedicated partner portal built on your CRM platform.
Reviews that highlight the trust, value, and impact we deliver through our tailored solutions.
They provide mail and parcel delivery services for companies that sell internationally. ...
Forbes Marshall is a multinational engineering company, specializing in steam engineering and control instrumentation.The company manufactures steam engineering ...
DigiCert, Inc. is a digital security company headquartered in Lehi, Utah. As a certificate authority (CA) and trusted third party, DigiCert provides public ...
Our US-based client, E78 Partners, a services firm for finance and technology, needed a scalable, governed way to equip partners with current resources. Partners relied on manual exchanges...
CIMSPA, the professional body for the UK’s sport and physical activity sector, needed a more efficient system for managing memberships and partner onboarding. Their existing portal...
A leading private university partnered with CRMJetty to digitize and simplify its admissions and enrollment process. The institution needed a centralized solution to address challenges...
Dynamics 365 PortalInsurance PortalThe mobile app is designed for Salesforce and Microsoft Dynamics 365 users who have access to a CRMJetty Portal. Only portal users can log in — direct CRM users or non-portal users cannot use the app independently.
Yes. The app is a fully native mobile app available on both Android and iOS, offering smooth performance, fast data access, and device-level capabilities such as camera and file uploads.
Yes. The CRMJetty Mobile App supports multi-tenant environments, enabling businesses to manage multiple portals (regions, brands, user groups) within a single app.
Absolutely. Users can upload, view, and securely share documents, images, and files directly from their mobile devices. All files are stored securely and linked to appropriate CRM/portal records.
Yes. The app is multilingual, allowing businesses to engage a global audience with portal content available in different languages, configurable by the business.
The app uses role-based access, secure authentication, and encrypted communication. Public and private pages ensure sensitive information is visible only to logged-in, authorized users.
Yes. The CRMJetty Mobile App can be completely white-labeled with your brand name, logo, colors, and theme. You can publish it on the App Store and Google Play under your company’s identity, and our team assists with the entire setup and submission process.
